NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.
NewEdge Wealth is pleased to announce that it has opened another office location in Southern Florida. The new location in Miami is the firm’s second office in the area and is home to a growing six-person team led by Patrick Dwyer.
NewEdge Capital Group, LLC, announced today it has been named to the Barron’s Top 100 RIA Firms list. This 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
NewEdge Wealth is pleased to announce that it has added yet another advisory team further extending its national footprint. The veteran three-person team, based out of Manhattan Beach, CA, is led by Muzaffar (Mark) Ahmed and Justin Reese, CFP®.
NewEdge Wealth has appointed Jason Catlender as Principal, Business Development. In his new role, Mr. Catlender will work with prospective ultra high net worth advisors and teams to assess whether joining NewEdge is the right move for them and their clients.
NewEdge Wealth Names Cameron Dawson as Chief Investment Officer – Dynamic thought leader boosts firm’s investment program to support family office and institutional clients
The ultra high net worth wealth management firm further bolsters its ‘wealth’ of experience by welcoming eight new team members to its headquarters
Industry expert expands firm’s ability to support ultra high net worth clients and navigate the complexities of wealth strategy Stamford, Conn. – April 12, 2022 - NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth,...
Highly experienced advisor joins NewEdge to support the firm’s investment management strategy for ultra high net worth clients and lead women’s advocacy efforts. Stamford, Conn. – Feb. 15, 2022 - NewEdge Wealth, LLC, a registered investment adviser specializing in...
The 11-person team further solidifies the national expansion and rapid growth of the wealth management firm focused on ultra high net worth clientele STAMFORD, Conn. – Jan. 28, 2022 - NewEdge Wealth, LLC , a registered investment adviser specializing in ultra high net...